SFS Tax & Accounting Services

Need tax help? Call 772-337-1040.

When your accounting, tax documents, and other finances are well organized, your important decisions are easier to navigate, and you're in control of your stress level.

Jeffrey Schneider, EA, CTRS, and his team are here to help you.

It’s the result of learning, planning, and follow‑through.

😟 Top Tax Day Fears and How to Reduce the Stress

For many taxpayers, especially procrastinators, Tax Day brings anxiety and uncertainty. You are not alone.

📂 Fear of an IRS Audit or Penalties

• Less than 1 percent of returns are audited
• Still, many taxpayers experience serious stress and fear of retribution

🧮 Errors on Tax Returns

• Simple math mistakes or misinterpreting tax rules
• Can cause delayed refunds, penalties, or amended returns

💸 Owing Money Unexpectedly

• Surprise tax bills are one of the biggest concerns
• Worry about not having funds to pay on time

🔐 Identity Theft and Scams

• Fear of stolen personal data and fraudulent refunds
• Scammers are most active during filing season

📑 Filing Mistakes

• Filing before all documents arrived
• Choosing the wrong filing status
• Missing deductions or credits you qualify for

✅ Credentialed tax professionals help reduce errors and stress

☎️ Need last-minute help? Call now.

Jeffrey Schneider EA, CTRS
SFS Tax & Accounting Services

📞 772-337-1040•
✉️ [email protected]
🌐 www.sfstaxacct.com

⏰ Tax Day Is Tomorrow — Act Now

✔️ File your tax return
✔️ Or file an extension (Form 4868)

⚠️ Important:

An extension gives more time to file. NOT more time to pay!

☎️ Need help? Contact us now.

Jeffrey Schneider EA, CTRS
SFS Tax & Accounting Services
📞 772‑337‑1040
✉️ [email protected]
🌐 www.sfstaxacct.com
🏣 Office: 738 Colorado Ave, Stuart, FL

⏰ 3 Days to Tax Day

Before we or your tax preparer can e‑file your tax return, we must receive the signed Form 8879 — the IRS e‑file Signature Authorization. 📋

✅ If your return is finished, Form 8879 allows us to file it
⏳ If your return is not ready, an extension must still be filed
❗ Extensions do not happen automatically and still require authorization

If you do nothing:
❌No signed 8879 = no filing
❌No return + no extension = penalties and interest may apply

📩 Please review, sign, and return Form 8879 as soon as you receive it.

: Representation vs. Information Access

IRS Form 2848 – Power of Attorney ✅
Full authority to act for you with the IRS

With Form 2848, an Enrolled Agent (EA) can:

📞 Speak directly to the IRS on your behalf
✉️ Receive and respond to IRS notices
🤝 Negotiate payment plans, penalties, or settlements
⚖️ Represent you in audits, appeals, and collections
✍️ Sign certain IRS documents (for approved matters)

👉 Best choice if you want the EA to handle the IRS for you for specific tax years and issues.

On to IRS Form 8821 – Tax Information Authorization🔍
Access only — no representation

With Form 8821, an EA can:

📄 Access IRS transcripts and account records
✉️ Receive copies of IRS notices

📞The EA cannot:

❌ Speak to the IRS for you
❌ Negotiate or resolve issues
❌ Take action or make agreements

👉 Best choice if you only want information reviewed, not IRS representation.

Quick Takeaway

✅ Form 2848 = Representation + authority
🔍 Form 8821 = Information access only

Don’t Miss the Deadline — Extend Now!

📞 772 337 1040
🌐 www.sfstaxacct.com

Jeffrey Schneider, EA, CTRS